Filed April 10, 2017 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $217,269 |
FID INV INST OPS CO5+ years Filed as: FID INV INST OPS CO, INC Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,405 | $82,204+96.3% | $105,387+53.2% | $82,204+96.3% |
| Participation rate | 96.3% | 73.4%+22.9pp | 82.6%+13.7pp | 73.4%+22.9pp |
| Annual return | 21.63% | 26.31%-4.7pp | 26.82%-5.2pp | 26.31%-4.7pp |
| Employer contribution / active EE | $4,683 | $2,707+73.0% | $4,213+11.2% | $2,707+73.0% |
| Participant deferral / active EE | $8,034 | $4,246+89.2% | $5,502+46.0% | $4,246+89.2% |
| Admin fee / account holder | $37 | $76-51.0% | $6,559-99.4% | $76-51.0% |